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市場調查報告書
商品編碼
1961150
電工鋼板市場-全球產業規模、佔有率、趨勢、機會、預測:按類型、應用、產業、地區和競爭格局分類,2021-2031年Electrical Steel Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented, By Type, By Application, By Vertical, By Region & Competition, 2021-2031F |
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全球電工鋼板市場預計將從 2025 年的 257.9 億美元成長到 2031 年的 362.1 億美元,複合年成長率為 5.82%。
這種特殊的鐵磁合金又稱為矽鋼片,具有獨特的磁性能,主要用於馬達、變壓器和發電機的鐵芯,有助於降低能量損耗。汽車產業的快速電氣化以及為適應可再生能源併網而進行的大規模電網改造,正在推動市場成長。中國金屬學會發表的數據顯示,為滿足此需求,中國2024年電工鋼片產量將達到1,610萬噸,年增5.4%。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 257.9億美元 |
| 市場規模:2031年 | 362.1億美元 |
| 複合年成長率:2026-2031年 | 5.82% |
| 成長最快的細分市場 | 電感器 |
| 最大的市場 | 北美洲 |
然而,由於生產高品質的取向矽鋼片需要大量的資金投入和專業的技術知識,市場面臨許多障礙。這種複雜的生產流程提高了進入門檻,限制了供應商快速擴大生產規模的能力,隨著全球對節能基礎設施需求的成長,這可能導致供不應求。
電動和混合動力汽車的產量和普及率激增,是電工鋼產業的主要驅動力,顯著提升了牽引馬達的無取向電工鋼的需求。隨著汽車製造商迅速淘汰內燃機,為實現更高的功率密度和更長的續航里程,每輛車所需的電工鋼用量大幅增加。這一根本轉變確保了汽車供應鏈的持續需求,為整車製造商提供了長期穩定的材料供應。根據國際能源總署(IEA)於2024年4月發布的《2024年全球電動車展望》,2023年全球電動車銷量將達到約1,400萬輛,這將顯著提高該產業對材料使用的要求。
同時,全球電網的升級和擴建正在推動取向矽鋼片(高壓電力變壓器鐵芯的關鍵部件)的消耗。電力公司正集中精力進行資本密集的基礎設施改造,以引入可變再生能源來源並更換老舊設備,這增加了對維持電網穩定性的高效磁性合金的需求。根據國際能源總署(IEA)於2024年6月發布的《2024年世界能源投資報告》,2023年全球電網投資額達3,740億美元,凸顯了這些計劃的規模之大。這股投資熱潮迫使設備製造商迅速擴大業務規模;例如,日立能源宣布將在2024年投資約15億美元,以增強其全球變壓器製造能力。
生產高品質電工鋼板需要大量的資金投入和專業的技術訣竅,這直接構成了進入全球電工鋼板市場的壁壘。取向矽鋼片的生產涉及複雜的冶金工藝,需要精確的控制和專門的基礎設施,這使得新進入者難以輕易進入市場。這種市場封閉性限制了合格供應商的數量,並阻礙了市場快速調整產量以滿足電力和汽車行業日益成長的需求。
因此,全球市場嚴重依賴少數成熟的製造地,造成供應瓶頸,阻礙了整體成長。這種生產集中化現像在近期貿易統計數據中顯而易見,數據顯示,長期以來的領導企業主導供應鏈,而其他地區則難以擴大規模。例如,根據東南亞鋼鐵協會2024年的報告,中國電工鋼板出口量達到約145萬噸,年增16.9%。這一數字凸顯了金融和技術壁壘如何阻礙多元化全球供應鏈網路的構建,使得市場在需求成長的同時面臨供不應求的風險。
為了滿足汽車和能源產業原始設備製造商 (OEM) 嚴格的永續性要求,鋼鐵製造商正在加速採用氫氣還原和電弧爐等低碳生產技術。 「綠色」電工鋼板的興起加劇了對既能顯著減少碳足跡又能保持優異磁性的材料的競爭,從而改變了市場競爭格局。克利夫蘭-克里夫斯公司在2024年3月的新聞稿中宣布,該公司“獲美國能源局5.75億美元投資”,以此作為這一轉變的佐證。新聞稿指出,該公司已被選中就一項業務脫碳計劃進行談判,該計劃包括將其巴特勒工廠的電工鋼板生產從天然氣爐改造為電感應爐,從而獲得高達5.75億美元的撥款。
同時,主要製造商正透過在印度和北美等關鍵市場建立高等級的專業生產設施,並在各地區推行在地化策略,來降低供應鏈風險。這一趨勢響應了電力基礎設施用取向矽鋼片國內供應安全的迫切需求,減少了對偏遠製造地的依賴,並確保了抵禦地緣政治動盪的能力。例如,2024年2月,JSW鋼鐵有限公司發布新聞稿,宣布與JFE鋼鐵公司成立合資企業,新聞稿標題為「JSW鋼鐵與JFE鋼鐵宣布成立55億印度盧比合資企業」。該合資企業計劃投資55億印度盧比,將在印度卡納塔克邦建造新的製造地,專注於取向矽鋼片的全面生產。
The Global Electrical Steel Market is projected to expand from USD 25.79 Billion in 2025 to USD 36.21 Billion by 2031, reflecting a compound annual growth rate of 5.82%. Also known as silicon steel, this specialized ferromagnetic alloy is engineered to possess distinct magnetic characteristics and is primarily utilized in the cores of electric motors, transformers, and generators to reduce energy dissipation. The market is propelled by the rapid electrification of the automotive industry and the extensive updates required for power transmission grids to accommodate renewable energy integration. Highlighting the production scale necessary to satisfy this demand, the Chinese Society for Metals reported that China produced 16.1 million tonnes of electrical steel in 2024, marking a 5.4% increase year-over-year.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 25.79 Billion |
| Market Size 2031 | USD 36.21 Billion |
| CAGR 2026-2031 | 5.82% |
| Fastest Growing Segment | Inductors |
| Largest Market | North America |
Nevertheless, the market faces a substantial obstacle due to the significant capital outlay and specialized technical knowledge needed to manufacture high-grade grain-oriented electrical steel. This intricate production process establishes high entry barriers and restricts the capacity of suppliers to quickly scale up, creating potential supply shortages as the global requirement for energy-efficient infrastructure grows.
Market Driver
The surging production and uptake of electric and hybrid vehicles serve as a major driver for the electrical steel sector, drastically boosting the demand for non-oriented electrical steel used in traction motors. As automakers rapidly shift away from internal combustion engines, the amount of magnetic steel required per vehicle has increased significantly to facilitate improved power density and longer driving ranges. This fundamental change guarantees a continuous demand from the automotive supply chain as original equipment manufacturers lock in long-term material resources. According to the International Energy Agency's 'Global EV Outlook 2024' released in April 2024, global sales of electric cars hit nearly 14 million units in 2023, setting a much higher standard for material usage in the industry.
Concurrently, the upgrading and extension of global power transmission networks are fueling the consumption of grain-oriented electrical steel, an essential component for high-voltage power transformer cores. Utility companies are focusing on capital-heavy infrastructure improvements to incorporate variable renewable energy sources and replace outdated equipment, thereby heightening the demand for high-efficiency magnetic alloys that maintain grid stability. The International Energy Agency's 'World Energy Investment 2024' report from June 2024 indicates that global grid investment reached USD 374 billion in 2023, illustrating the vast magnitude of these projects. This influx of investment is compelling equipment manufacturers to expand their operations quickly; for instance, Hitachi Energy announced a roughly USD 1.5 billion investment in 2024 to boost its global transformer manufacturing capabilities.
Market Challenge
The necessity for substantial capital expenditure and specialized technical know-how to manufacture high-quality electrical steel establishes formidable entry barriers that directly restrict the Global Electrical Steel Market. Producing grain-oriented electrical steel entails complex metallurgical procedures requiring exact control and distinct infrastructure, which precludes new competitors from easily entering the sector. This exclusivity curtails the pool of competent suppliers and hinders the market's capacity to swiftly adapt production levels to meet the escalating demands of the power and automotive industries.
As a result, the global market depends heavily on a small number of established manufacturing centers, leading to supply bottlenecks that hamper wider growth. This centralization of production power is apparent in recent trade statistics, where long-standing leaders dominate the supply chain while other regions encounter difficulties in scaling up. For example, the South East Asia Iron and Steel Institute reported in 2024 that China's electrical steel exports rose to approximately 1.45 million tonnes, a 16.9% jump from the prior year. This figure highlights how financial and technical obstacles obstruct the creation of a varied global supply network, leaving the market susceptible to shortages as demand rises.
Market Trends
Steel manufacturers are increasingly implementing low-carbon production techniques, including hydrogen-based reduction and electric arc furnaces, to satisfy the rigorous sustainability requirements of automotive and energy OEMs. The rise of "green" electrical steel is transforming the competitive environment as producers compete to provide materials with markedly lower carbon footprints while preserving superior magnetic capabilities. Confirming this transition, Cleveland-Cliffs Inc. announced in a March 2024 press release titled 'Cleveland-Cliffs Selected to Receive $575 Million in US Department of Energy Investments' that it was chosen for award negotiations of up to USD 575 million to decarbonize its operations, involving the substitution of natural gas-fired furnaces with electrified induction furnaces to optimize electrical steel production at its Butler Works site.
At the same time, leading producers are pursuing a strategy of regional localization by building specialized high-grade production facilities in key markets such as India and North America to alleviate supply chain risks. This trend responds to the urgent requirement for domestic supply security regarding grain-oriented grades used in grid infrastructure, thereby lessening dependence on remote manufacturing centers and ensuring durability against geopolitical interruptions. Demonstrating this growth, JSW Steel Limited announced in February 2024, in its 'JSW Steel, JFE Steel forge ₹5,500 crore JV' release, that it had established a joint venture with JFE Steel Corporation involving a planned investment of INR 5,500 crore to construct a new manufacturing hub in Karnataka, India, focused on the complete production of grain-oriented electrical steel.
Report Scope
In this report, the Global Electrical Steel Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Electrical Steel Market.
Global Electrical Steel Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: